Bolt Wealth Management
We are a collaborative RIA firm, changing the landscape to better serve our clients and support their values to establish, cultivate and preserve their financial livelihood. Our core competencies involve wealth management for families and business owners, and helping small business establish or improve their retirement plans.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
2
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- BT
Brian Traverso
Founding Partner · General Business & Management
EmailPhone - NM
Noah Martinez
Financial Advisor · Finance & Accounting
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Bolt Wealth Management
2 distinct titles indexed · top 2 shown.
- 1financial advisor
- 1founding partner
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